Nvidia expects its new Vera Rubin platform to generate roughly EUR 17 billion in sales during the third quarter of its fiscal year 2027, a figure that would represent about 20% of the company’s data center revenue for the period. According to Nvidia, that would make Vera Rubin the fastest-ramping data center product in the company’s history.
Nvidia projects total revenue of around EUR 93 billion for Q3 FY2027. Because data center sales have accounted for roughly 92% of quarterly revenue in recent periods, that segment is expected to reach approximately EUR 85 billion. On that basis, Vera Rubin hardware alone would contribute close to EUR 17,065 billion in a single quarter.
Purchase Orders From Every Major Hyperscaler
“We see Vera Rubin accounting for about 20% of data center revenue in Q3,” said Colette Kress, Nvidia’s chief financial officer, during the company’s earnings call with analysts and investors. “Having already received purchase orders from every major hyperscaler, AI cloud, and system OEM, we expect Vera Rubin to mark the fastest product ramp in Nvidia’s history.”
Nvidia began ramping production of Vera Rubin components this spring. That lineup includes Vera CPUs, Rubin GPUs, BlueField 4 DPUs, and additional units. The company started its first revenue shipments of VR200 NVL72 racks in August, with Microsoft among the first customers to deploy commercial systems.
A Record-Fast Ramp With Limited Unit Volumes
Data center platforms typically take several quarters to scale. Moving from effectively no production revenue in Q2 FY2027 to roughly EUR 17 billion in a single quarter would set a record for Nvidia and possibly for the broader industry, given the company’s scale.
The exact number of Vera Rubin units planned for Q3 has not been disclosed. If Nvidia shipped only VR200 NVL72 rack-scale systems, priced at an estimated EUR 4 million to EUR 7 million each, the company would supply roughly 2,550 to 3,975 machines. Those systems would contain between 91,700 and 143,100 Vera CPUs, along with 183,500 to 286,100 Rubin GPUs.
These estimates are rough, since Nvidia will also sell a large number of MGX servers as well as Vera CPUs and Rubin GPUs separately, pushing actual component shipments higher. Even so, the totals point to hundreds of thousands of processors rather than millions. Given the high prices of leading-edge AI hardware, relatively limited volumes can still generate tens of billions of dollars in revenue.
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Image: tomshardware.com
